Saventh HRMS · Financial wellness operations

Run financial wellness without the admin load.

Saventh HRMS gives HR teams a simple operating layer for workplace financial wellness: a Saventh-recommended 30/60/90-day plan, sessions, communication templates, participation insights, and leadership-ready reporting.

HR runs the program. Employees keep their financial life private. Saventh helps plan, launch, measure, and improve the next cycle.

What HR teams can run from Saventh HRMS

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30/60/90-day planner

Start with a Saventh-recommended quarterly plan instead of building a wellness calendar from scratch.

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Sessions and events

Schedule literacy sessions, track registrations, record attendance, and close the loop with follow-up actions.

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Copy-ready communications

Use approved email, WhatsApp, Teams, and manager copy that HR can copy or download before launch.

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Participation insights

See aggregate reach, attendance, learning starts, pulse response, and cohort-safe trends.

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Leadership reports

Turn monthly or quarterly activity into a management-ready program review.

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Privacy-first governance

HR sees program participation and aggregate signals, not employee investments, tax files, insurance details, or credit scores.

The default 90-day program

Saventh HRMS is designed to reduce HR coordination work. The first plan is read-only and recommended by Saventh, so teams can launch quickly and focus on execution.

  1. 1

    Days 1-30: baseline and kickoff

    Import employees, launch an anonymous pulse, announce the program, and schedule the first literacy session.

  2. 2

    Days 31-60: learning and participation

    Share copy-ready nudges, assign short learning journeys, and run topic campaigns such as emergency funds, insurance awareness, or credit basics.

  3. 3

    Days 61-90: improve and report

    Review aggregate movement, identify safe cohort gaps, run a follow-up pulse, and prepare the leadership review.

What HR sees, and what HR never sees

HRMS surfacePrivacy boundary
Employee directoryName, work email, department, location, phone number for operations.
SessionsRegistrations, attendance, feedback themes, and follow-up status.
PulsesAnonymous aggregate results only after a safe reporting threshold.
LearningAggregate starts and completions; no personal financial advice decisions.
Employee financesNo investment values, tax files, insurance policies, debt balances, or credit scores.

Built for weekly HR work

The portal should earn two short HR visits each week: one to plan or launch, and one to review or improve.

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Monday / Tuesday

See priorities: upcoming session, campaign ready to launch, or cohort that needs a communication nudge.

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Thursday / Friday

Review participation movement, unanswered pulse signals, attendance, and next-best action.

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Month end

Generate a leadership snapshot with reach, participation, activities completed, and next recommendations.

Frequently asked questions

Can HR edit the 30/60/90-day plan? expand_more

For the MVP, the plan is Saventh-recommended and read-only so HR can launch quickly without rebuilding the program structure.

Does HRMS send emails directly? expand_more

For the MVP, HR can copy or download communication templates. Direct email sending can be added after the operating loop is proven.

What employee data is required to start? expand_more

Only basic directory fields are needed for MVP: name, email, department, location, and phone number.

Does HR see individual employee financial data? expand_more

No. Saventh HRMS is designed around aggregate participation, cohort-safe insights, and privacy boundaries.

See Saventh HRMS for your workforce

Book a 30-minute walkthrough of the planner, sessions, communications, insights, and leadership report flow.

Saventh HRMS is an employer-facing operations portal for education and engagement. Employee financial records remain private and are not exposed to HR.

Saventh

Employee financial wellness, literacy sessions, and guided next steps for Indian workplaces.

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